When the Starbuck’s Christmas cups go away and your neighbors begin to take down their decorations, the last thing in the world you probably want to do is to be thinking about shopping considering you’ve been fretting about it for the past month. While it may feel like we get deals galore thrown in […]

With the GOP Tax Bill on the verge of passing, President Trump has suggested that this 1.5 trillion-dollar tax cut will be a HUGE Christmas present for the entire United States of America. As with any type of new tax reform, there will be items you […]

Uber has become a household name over the past several years by picking us up and dropping us off with the click of a button on our mobile phone. Effective November 2nd, Uber officially put its hat in the ring and made a foray into the credit card business by […]

It’s Official! Effective November 1st of this year, I officially have three children that can drive an automobile. On one hand, it’s a sigh of relief because now I have three drivers who can make a run to CVS or Chick-Fil-A to do those small errands I simply don’t want to do at all. On […]

Here’s a situation I heard the other day…what do you think you should you do.

Ted, I’ve got a co-worker of mine and we’ve known each other for more than 10 years. I have always known them to be a pretty responsible person and one that never brings drama to work. We are both in our late […]

Almost a year after President Trump was elected to office, none of the main agenda bills have passed in Congress. With Thanksgiving looming around the corner for a Congress shut down here in 2017, one of the big questions will be whether the major tax bill passes before the end of the year. This single […]

After 25 years of working as a financial professional, I’ve learned that my job is part financial advisor part therapist. The challenge of helping a family through making tough decisions requires more than financial planning software and the skill of creating an excel spreadsheet. Just second to love, money becomes one of the largest items that […]

One of the biggest financial planning concerns I hear every week is how to manage the family cash flow. So many people see their incomes increasing, but it isn’t necessarily translating to the bottom line. If you are struggling to make ends meet or just want to stretch your paychecks further, here are five ways to increase […]

Most people are familiar with the term ‘will’, but those that own a business often can’t make a distinction between having a personal will and a business will. Far too often, a business owner has an unforeseen situation which could be a divorce, disability, or death. This leads to massive complications about the […]